- Proactively work towards sales targets and targeted business volumes within the assigned territory, collaborating with team members such as the Business Development Manager to achieve these targets
- Having input into the business planning and financial objectives review
- Delivering on KPIs such as call volumes, applications, quotations and business retention
- Providing support to existing advisors and customer firms, ensuring attentive communication is maintained via a range of tools such as calls, video conferencing and WebEx to maintain a good business relationship
- Increasing the volume of supporting advisors and firms in the territory
- Ensuring that a strong working knowledge of the company offerings, market offerings from competitors and relevant sales knowledge and skills is maintained and updated at all times
- Accurately keeping records and reports of customer interaction, sales development and pipeline
- MUSTÂ have experience of Onshore Bonds
- QCF Level 4 qualified or a Certificate in Equity Release (desired)
- Good knowledge of products/services within the insurance/financial services industry, including pension products and investment knowledge
- A successful sales background, including experience working with IFAs/Brokers
- Excellent communication skills, particuarly in delivering technical information in an easily understandable manner
- Good aptitude for IT and software, including CRM packages and Microsoft Office